Automate Member Giving Statements for Churches
The Problem
Generating quarterly or year-end giving statements for hundreds of members is a massive manual effort that's also legally important to get right.
What We Build
AI compiles donation records, generates personalized giving statements with correct tax language, and distributes them to members automatically.
Tools & Integrations
Planning Center Google Sheets Google Docs Email
How It Works
1
Discovery Call
We map your current giving statements process and identify exactly where AI saves the most time.
2
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
3
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Ready to automate giving statements?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.